01Move
DNA dimensions
Project mix (corporate vs private), avg project size (£18k–£180k), gross margin (22–32%), retainer MRR, repeat-client %, supplier-rebate margin, on-time-on-budget %.
All playbooksServices
Event planner playbook.
A London corporate + private event-planning agency producing 60–280-pax conferences, product launches, awards dinners, summer + Christmas parties and brand activations across Zone 1 venues (Tobacco Dock, Magazine London, Vinyl Factory, Battersea Power Station). The 2026 win is a corporate retainer book (4–8 brands × £4k–£18k/month) plus high-margin one-off £40k–£180k production projects.
Overview
A London corporate event-planning agency in 2026 runs three engines: corporate one-off productions (conferences + launches + dinners, £40k–£180k ticket at 22–32% margin, 14–22/year per producer), retainer accounts (quarterly events + internal-comms calendar + sponsorship hospitality, £4k–£18k/month per brand × 4–8 brands at 28–38% margin) and brand activations + experiential (pop-ups + sampling tours + influencer dinners, £18k–£60k at 32–42% margin, 8–14/year). Maths for 4-producer + 2-designer + 2-account-director team: £32k retainer MRR + £62k average × 5 projects = £342k/month gross, 24–28% blended margin. The retainer book is the brand spine — it pays salaries + studio rent and turns lumpy one-off cash into a predictable cohort that bank facilities + commercial leases respect.
£62k
Avg project
£32k
Retainer MRR
78%
Repeat client
№ 01 / What you'll need
Equipment list with real 2026 UK prices.
Sized for a 2–4 chair shop. Buy mid-range on chairs and clippers; cheap kit fails inside 12 months and walks away with your barbers.
01
Studio + production kit
Studio office (140–280 m²) — Shoreditch / Bermondsey / Hackney Wick
£6,400–£18,000/month rent
Mac Studio + Adobe + Figma + Notion + ClickUp licenses × 8 seats
£640–£1,400/month
Site-visit drone (DJI Mavic 3) + Canon R5 + Sony FX3 video kit
£8,400–£18,000 capex
AV demo + comms kit (Yealink + ClearOne mic + 75" 4K display)
£3,400–£8,400
Branded sample boxes + swag + welcome-kit prototyping
£1,400–£3,400
02
Software + ops
HubSpot CRM (Pro tier) + Notion + ClickUp + Vimeo Pro
£540–£1,400/month
Eventbrite / Hopin / RingCentral webinar add-ons
£180–£540/month
Stripe + GoCardless DD + Xero
1.4% + 20p + £40/month
Insurance broker (event-specific liability scaling per project)
Per-project rider
03
Compliance + accreditation
Event Industry Forum + ISES / ILEA membership
£480–£900/year
Public + product + £10m liability + cancellation + adverse-weather cover
£3,400–£12,000/year (per-project supplement)
Professional indemnity £2–£5m
£1,400–£4,400/year
First-aid + crowd-management + SIA-certified door supervisor (per event)
£280–£900 per event
Temporary Event Notice (TEN) per venue per event
£21 per TEN
№ 02 / Where to set up
Location is half the business.
Studio location
Zone 1–2 creative cluster (Shoreditch / Bermondsey / Hackney Wick / Soho)
Client meetings + venue walks + supplier proximity.
Venue inventory access
≤45 min from Tobacco Dock / Magazine London / Vinyl Factory / Battersea / The Brewery / Roundhouse / Banking Hall
Bid response time + 24h site-visit turnaround.
Supplier proximity
6 AV + 4 caterers + 8 venues within 5-mile radius
Rebate + last-minute swap-out without travel cost.
Public transport
≤8 min from tube + Overground
Client + freelance crew + supplier-rep meetings.
Client cluster
≤30 min from 40+ HQ corporate accounts (City / Westend / Canary Wharf)
Lunch + walk-in brief turnaround.
Area tier
Rent / month
Notes
Soho / Fitzrovia / Covent Garden
£10,000–£22,000 studio
Agency hub — most expensive but client-walking distance.
Shoreditch / Bermondsey / Hackney Wick
£6,400–£14,000
Sweet spot: creative-cluster + lower rent + venue access.
Battersea / Vauxhall / Wandsworth
£4,400–£8,400
Emerging — Battersea Power Station district venues.
№ 03 / Licences & registrations
Get the paperwork done before you sign a lease.
UK figures for 2026. Lead times assume you submit complete applications — councils will pause the clock if you miss documents.
Requirement
Who issues
Cost
Lead time
ReqCompanies House Ltd
Companies House
£12
Same day
OptEvent Industry Forum / ISES / ILEA membership
EIF / ISES / ILEA
£480–£900/year
4 weeks
ReqPublic + product + £10m liability + cancellation
Hiscox / Event Insurance
£3,400–£12,000/year + per-event rider
1 week
ReqProfessional indemnity £2–£5m
Hiscox / Markel
£1,400–£4,400/year
1 week
ReqEmployer's + freelance + crew cover
Broker
£640–£1,800/year
1 day
ReqTemporary Event Notice (per venue per event)
Local borough licensing
£21
10 working days
OptPremises Licence (if running owned venue or pop-up)
Borough council
£100–£1,905 + £180/year + DPS qualification
12 weeks
OptPersonal Licence + DPS (Designated Premises Supervisor)
BIIAB / APLH
£280–£540
4 weeks
ReqFirst-aid + crowd-management training
BS 8800 / Highfield
£280 per cert
2 weeks
ReqSIA door supervisor (per event, sub-contracted)
SIA
£280 per shift
Per event
ReqICO data protection (attendee data)
ICO
£40–£60/year
1 day
ReqPRS for Music / PPL (event music licensing)
PRS + PPL
£90–£1,400 per event
Per event
№ 04 / Build-out timeline
From decision to open in 12 weeks.
01
Phase 0 — Setup
Weeks 1–4- Companies House + insurance + EIF membership
- Studio fit-out + Mac + Adobe + Notion + HubSpot
- Brand + portfolio reel from prior credits
02
Phase 1 — Pitch + win
Weeks 4–14- 12 pitch decks to target brands + agencies-of-record
- 3–5 brand-activation + summer-party pitches
- Preferred-supplier list signed (6 AV + 4 caterers + 8 venues)
03
Phase 2 — First productions
Weeks 8–22- First 2 corporate one-offs (£40k–£80k)
- First brand activation + pop-up
- Vimeo case-study reel + Trustpilot 5★ velocity
04
Phase 3 — Retainer book
Weeks 22–36- First 2 retainer brands signed (£8k+ MRR)
- Hire account director + producer
- Internal-comms + sponsorship hospitality calendar live
05
Phase 4 — Open
Week 36+- 4 retainer brands + 14 one-off productions/year
- £32k retainer MRR sustained
- 78% repeat-client rate
№ 05 / Budget
Realistic startup and monthly cost ranges.
One-off · Startup
Setting up the shop
Studio lease + deposit + fit-out
£18,000 → £44,000
Mac + Adobe + Notion + HubSpot + ClickUp (8 seats)
£3,400 → £8,400
Camera + drone + AV demo kit
£12,000 → £28,000
Branding + portfolio reel + sample boxes
£8,400 → £18,000
Insurance + EIF + PI + licences
£4,400 → £14,000
Pre-launch marketing (Vimeo + LinkedIn ads + speaker booking)
£3,400 → £10,000
Working capital (4 months — slow cash cycle)
£28,000 → £68,000
Typical total
£77.6k–£190.4k
Recurring · Monthly
Keeping the lights on
Studio rent + business rates + utilities
£7,200 → £22,000
Software + HubSpot + Vimeo + Notion
£640 → £1,800
Wages (4 producers + 2 designers + 2 account directors + admin)
£48,000 → £96,000
Freelance + crew + AV + caterer COGS (62–72% project revenue)
£140,000 → £260,000
Insurance + EIF + PI + per-event riders
£900 → £3,400
Marketing + LinkedIn + Vimeo + portfolio update
£1,800 → £6,400
Typical total
£198.5k–£389.6k
№ 06 / Numbers that compound
How a event planner actually looks on a chart.
Interactive projections rebuilt from real UK operating data — toggle the views to see ramp, mix and weekly load.
12-month revenue ramp
Low vs high scenario (£ monthly)
High Low
Source · NAVIZIX 2026 London corporate event-agency cohort (n=12 agencies, 6–24 staff)
№ 07 / First 90 days
Dates that actually matter after opening.
01Day 1
Soft open: first brief in (£18k summer party). Pitch deck shipped within 48h.
02Day 30
First 2 paid projects delivered. £62k revenue. Vimeo reel + first Trustpilot 5★.
03Day 90
First retainer signed (£8k MRR). £180k revenue this month.
04Day 180
4 retainer brands + 3 one-off / month. £280k revenue, 28% margin.
05Day 365
Mature: £340k/month, 78% repeat-client, account director hired.
№ 08 / What's inside
DNA, route, automations, integrations, benchmarks, advisors — tuned for a event planner.
02Move
Suggested route
Specialise in 1 vertical (tech launches OR financial-services AGMs OR luxury-brand activations), build a preferred-supplier list of 6 AV + 4 caterers + 8 venues with rebate agreements, sign 4–8 retainer brands (monthly £4k–£18k for quarterly events + comms), upsell brand activations + experiential pop-ups.
03Move
Automations
Brief-to-proposal generator (templated), supplier-quote workflow + margin calculator, on-site run-sheet PDF, Stripe deposit + balance schedule, post-event NPS + photo+video deliverable handover, retainer billing DD.
04Move
Integrations
Notion / ClickUp project boards, Eventbrite / Hopin (hybrid), HubSpot CRM, Stripe + GoCardless DD, GBP, Vimeo Pro, Xero.
05Move
Benchmarks
Avg project size, retainer MRR and repeat-client % vs UK Event Industry Forum cohort.
06Move
Advisors
Encore advisors ex-Jack Morton / George P Johnson / Wasserman Live producers and venue + AV-supplier veterans.
№ 09 / Stack
Modules used in this playbook.
01DNA Engine02Route Map03Launch Twin04Automation05Verified06Encore
Related playbooks
Owners of a event planner often run — or cross-sell with — these adjacent operations.
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